See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,711 | $162,781-78.7% | $133,956-74.1% | $158,922-78.2% |
| Participation rate | 70.6% | 83.2%-12.6pp | 79.8%-9.3pp | 82.0%-11.4pp |
| Annual return | 7.22% | 41.94%-34.7pp | 45.09%-37.9pp | 302.83%-295.6pp |
| Employer contribution / active EE | $1,161 | $4,975-76.7% | $3,919-70.4% | $4,761-75.6% |
| Participant deferral / active EE | $2,130 | $5,911-64.0% | $5,048-57.8% | $5,982-64.4% |
| Admin fee / account holder | $10 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |